As your business scales, you'll need to bring team members onto your Monnify dashboard. Monnify lets you scope access control so that each user can see and do only what they are supposed to.

Roles vs. Permissions

Before setting up your team, it helps to understand how Monnify categorizes access:

1. Permission (Authority): The right to perform a single action, for example, "View Transactions" or "Initiate Transfers".
2. Role: The name of a collection of permissions, for example, Administrator or Customer Support Officer. Assigning a role to a team member automatically grants them every permission within it.

Monnify Default Roles

To save you time, Monnify includes three pre-built roles designed to cover most team structures:

1. Administrator: Unrestricted access to all features, settings, and funds. (Note: Reserve this role strictly for business owners or top-level executives).
2. Developer: Access to technical functions needed for integration such as API keys, webhook logs, and transaction logs for debugging.
3. Customer Support Officer: Built for your frontline team. This role can view transaction statuses, manage reserved accounts, and assist customers, but cannot perform critical financial operations like withdrawals.

Tip: To see the exact permissions attached to each default role, go to Settings > Team > Manage Roles.

How to Create Custom Roles

If the default roles do not fit your business structure, you can build a custom role.

1. On your Monnify Dashboard menu, select Settings.
2. Select the Teams tab on the top navigation bar.
3. Click Manage Roles on the right.
4. A new page displays the details of the default roles. Click Create Custom Role.
5. Define the new role:
6. Name: A clear title (e.g., "Junior Accountant").
7. Description: A brief note on what this role covers.
8. Permissions: Go through the checklist and select the specific actions this role is allowed to perform.

6. Click Create Role.